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Verisk Analytics (VRSK)
NASDAQ:VRSK
Earnings Data
Report Date
May 05, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.74Last Year’s EPS
1.73Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated multiple strong operational and financial achievements — solid organic revenue and adjusted EBITDA growth, meaningful margin expansion, robust free cash flow, shareholder returns (large ASR and dividend increase), and clear product/AI momentum (Exact Expert/Exact AI/ExactGen and continued Reimagine progress). Near-term headwinds were acknowledged, including transactional revenue softness due to low weather activity, some auto and government contract pressures, higher interest costs, and the termination of the AccuLinks acquisition. Management provided constructive 2026 guidance and emphasized long-term confidence in growth targets. Overall, the positives (recurring subscription strength, margin and cash flow expansion, AI/product innovation, and shareholder returns) substantially outweigh the temporary and manageable lowlights.Company Guidance
Solid Top-Line and Organic Growth
Full-year 2025 organic constant currency (OCC) revenue growth of 6.6%; Q4 GAAP revenue of $779,000,000, up 5.9% year-over-year; Q4 OCC revenue growth of 5.2% with underwriting +7.2% and claims +0.5%.
Strong Profitability and Margin Expansion
Full-year OCC adjusted EBITDA growth of 8.5%; Q4 total adjusted EBITDA margin of 56.1%, up 200 basis points year-over-year; full-year adjusted EBITDA margin 56.2% (normalized operating margin ~55.8%).
Robust Free Cash Flow and Cash Returns
Full-year free cash flow increased 30% to $1,190,000,000; Q4 free cash flow $276,000,000; net cash from operations up 34% to $343,000,000. Returned $286,000,000 in the quarter via repurchases and dividends and announced a $1,500,000,000 accelerated share repurchase (ASR) with Board approval to increase repurchase authorization to $2,500,000,000; Board approved an 11% dividend increase to $2.00 per share annually.
Improved Adjusted EPS and Adjusted Net Income
Q4 adjusted net income increased 11.3% to $253,000,000; Q4 diluted adjusted EPS increased 13%; full-year adjusted EPS of $7.16, up 7.8%.
Subscription Revenue Strength
Subscription revenues comprised 84% of total revenues in Q4 and grew 7.7% OCC in the quarter, demonstrating durable recurring revenue trends and compounding from 11% growth in 2024.
AI and Product Innovation Momentum
More than 35 AI-powered projects/solutions in use; launched Exact AI (Oct 2025) and unveiled ExactGen at Elevate conference (agentic AI for near-complete estimates); Exact Expert (launched 2023) is widely adopted (used by seven of the top 10 homeowners insurers). Plans for additional AI-enabled product rollouts in 2026.
Progress on Strategic Programs and Client Engagement
Completed Coreline Reimagine scope momentum: released 22 customer-facing modules in 2025 (ahead of 20-target) with 25 modules planned in 2026 to complete original scope; executed 600+ client engagements and strengthened ecosystem integrations (e.g., 18 antifraud integrations, 140+ ecosystem partners in property estimating).
Guidance Reflects Continued Strength
2026 guidance: consolidated revenue $3.19B–$3.24B; adjusted EBITDA $1.79B–$1.83B; adjusted EBITDA margin 56%–56.5%; adjusted EPS guidance $7.45–$7.75 (includes $0.11 EPS headwind from VMS sale).
Portfolio Management Execution
Completed sale of Verisk Marketing Solutions to focus on core insurance analytics and technology (VMS contributed $68,000,000 in 2025 revenue), demonstrating active portfolio management aligned to strategy.
VRSK Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
VRSK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $177.30 | $184.07 | +3.82% |
Oct 29, 2025 | $231.65 | $207.57 | -10.40% |
Jul 30, 2025 | $292.94 | $274.43 | -6.32% |
May 07, 2025 | $294.64 | $308.28 | +4.63% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Verisk Analytics (VRSK) report earnings?
Verisk Analytics (VRSK) is schdueled to report earning on May 05, 2026, After Close (Confirmed).
What is Verisk Analytics (VRSK) earnings time?
Verisk Analytics (VRSK) earnings time is at May 05, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is VRSK EPS forecast?
VRSK EPS forecast for the fiscal quarter 2026 (Q1) is 1.74.